Healthequity Inc- 詳細介紹、公司背景、業務範圍、財務數據以及市場表現

關於 Healthequity Inc 公司

HealthEquity, Inc. 致力於提供技術支持服務，幫助消費者做出醫療儲蓄和支出決策。該公司利用其技術管理消費者的稅收優惠健康儲蓄賬戶 (HSA) 和僱主提供的其他消費者主導福利 (CDB)，包括靈活支出賬戶和健康報銷安排 (FSA 和 HRA)，並管理綜合預算協調法案 (COBRA)、通勤和其他福利。它爲所有成員提供共同基金投資平臺和在線自動投資諮詢服務。它提供多個基於雲的平臺，其成員可以通過桌面或移動設備在線訪問，通過這些平臺，個人可以做出健康儲蓄和支出決策、支付醫療費用、比較治療方案和價格、獲得個性化福利和臨牀信息、獲得健康獎勵、增加儲蓄並做出投資選擇。

公司簡介

公司代碼HQY

公司名稱Healthequity Inc

上市日期Jul 31, 2014

成立日期2002

CEOMr. Scott R. Cutler

員工數量3105

證券類型Ordinary Share

年結日Jul 31

公司地址15 W Scenic Pointe Dr Ste 100

城市DRAPER

上市交易所NASDAQ Global Select Consolidated

國家United States of America

郵編84020-6120

電話18017271000

網址https://healthequity.com/

公司代碼HQY

上市日期Jul 31, 2014

成立日期2002

公司高階主管

名稱

名稱/職務

職務

持股

持股變動

Dr. Stephen D. (Steve) Neeleman, M.D.

Founder, Vice Chairman of the Board

839.59K

-0.97%

Mr. Robert W. (Bob) Selander

Independent Non-Executive Chairman of the Board

84.97K

--

Mr. Adrian T. Dillon

Independent Director

57.52K

+1.28%

Mr. James M. (Jim) Lucania

Executive Vice President, Chief Financial Officer

24.55K

-73.26%

Mr. Stuart B. Parker

Independent Director

19.45K

+0.74%

Ms. Gayle Furgurson Wellborn

Independent Director

17.73K

--

Mr. Rajesh Natarajan

Independent Director

11.89K

+1.51%

Mr. Elimelech Rosner

Executive Vice President, Chief Technology Officer

10.45K

-87.17%

Mr. Michael Fiore

Executive Vice President, Chief Commercial Officer

3.43K

-93.95%

Ms. Debra McCowan

Independent Director

--

名稱

名稱/職務

職務

持股

持股變動

Dr. Stephen D. (Steve) Neeleman, M.D.

Founder, Vice Chairman of the Board

839.59K

-0.97%

Mr. Robert W. (Bob) Selander

Independent Non-Executive Chairman of the Board

84.97K

--

Mr. Adrian T. Dillon

Independent Director

57.52K

+1.28%

Mr. James M. (Jim) Lucania

Executive Vice President, Chief Financial Officer

24.55K

-73.26%

Mr. Stuart B. Parker

Independent Director

19.45K

+0.74%

Ms. Gayle Furgurson Wellborn

Independent Director

17.73K

--

收入明細

FY2025

FY2024

FY2023

FY2022

暫無數據

地區USD

名稱

營收

佔比

United States

1.20B

0.00%

業務

地區

暫無數據

股東統計

更新時間: 5月17日週六

持股股東

股東類型

持股股東

佔比

BlackRock Institutional Trust Company, N.A.

11.33%

The Vanguard Group, Inc.

10.18%

Wasatch Global Investors Inc

8.37%

Fidelity Management & Research Company LLC

5.25%

State Street Global Advisors (US)

3.79%

Other

61.09%

持股股東

佔比

BlackRock Institutional Trust Company, N.A.

11.33%

The Vanguard Group, Inc.

10.18%

Wasatch Global Investors Inc

8.37%

Fidelity Management & Research Company LLC

5.25%

State Street Global Advisors (US)

3.79%

Other

61.09%

股東類型

持股股東

佔比

Investment Advisor/Hedge Fund

55.21%

Investment Advisor

43.22%

Hedge Fund

3.57%

Research Firm

2.93%

Pension Fund

2.29%

Individual Investor

2.09%

Sovereign Wealth Fund

1.02%

Bank and Trust

0.67%

Family Office

0.50%

機構持股

更新時間: 1月20日週一

報告期間

機構數

持股數

持股佔比

持股變動

2025Q1

832

94.83M

109.63%

+302.84K

2024Q4

819

94.27M

108.77%

-1.87M

2024Q3

768

92.00M

105.37%

-3.88M

2024Q2

746

91.77M

105.48%

-2.24M

2024Q1

724

90.40M

104.92%

-2.42M

2023Q4

713

89.09M

103.82%

-6.26M

2023Q3

701

91.72M

107.11%

-1.49M

2023Q2

686

88.46M

103.50%

-10.66M

2023Q1

677

89.10M

105.08%

-7.49M

2022Q4

681

86.70M

102.44%

-11.74M

股東持股明細

名稱

持股數

佔比

持股變動

變動比例

公告日期

BlackRock Institutional Trust Company, N.A.

9.93M

11.48%

+63.54K

+0.64%

Dec 31, 2024

The Vanguard Group, Inc.

8.96M

10.35%

+100.83K

+1.14%

Dec 31, 2024

Wasatch Global Investors Inc

7.51M

8.69%

-245.15K

-3.16%

Dec 31, 2024

Fidelity Management & Research Company LLC

5.14M

5.95%

+67.97K

+1.34%

Dec 31, 2024

State Street Global Advisors (US)

3.26M

3.77%

+130.45K

+4.17%

Dec 31, 2024

Invesco Advisers, Inc.

1.53M

1.77%

-11.03K

-0.71%

Dec 31, 2024

Geode Capital Management, L.L.C.

2.09M

2.42%

+10.42K

+0.50%

Dec 31, 2024

Brown Advisory

2.09M

2.41%

+224.02K

+12.03%

Dec 31, 2024

ClearBridge Investments, LLC

2.06M

2.38%

-328.37K

-13.75%

Dec 31, 2024

Mackenzie Investments

1.94M

2.24%

-422.38K

-17.92%

Dec 31, 2024

持股ETF

更新時間: 6月6日週五

機構名稱

佔比

Motley Fool Mid-Cap Growth ETF

4.8%

Motley Fool Small-Cap Growth ETF

4.47%

Global X FinTech ETF

2.12%

SPDR S&P Health Care Services ETF

2.1%

Nuveen Small Cap Select ETF

1.96%

Thrivent Small-Mid Cap ESG ETF

1.91%

iShares U.S. Healthcare Providers ETF

1.54%

Harbor Health Care ETF

1.11%

ALPS Disruptive Technologies ETF

1.04%

Innovator IBD Breakout Opportunities ETF

0.93%

Motley Fool Mid-Cap Growth ETF

佔比4.8%

Motley Fool Small-Cap Growth ETF

佔比4.47%

Global X FinTech ETF

佔比2.12%

SPDR S&P Health Care Services ETF

佔比2.1%

Nuveen Small Cap Select ETF

佔比1.96%

Thrivent Small-Mid Cap ESG ETF

佔比1.91%

iShares U.S. Healthcare Providers ETF

佔比1.54%

Harbor Health Care ETF

佔比1.11%

ALPS Disruptive Technologies ETF

佔比1.04%

Innovator IBD Breakout Opportunities ETF

佔比0.93%

分紅派息

近5年累計派現 0.00 美元

公告日期

分紅計劃

股權登記日

現金發放日

除權除息日

暫無數據

拆合股

公告日期

類型

比率

暫無數據

公告日期

類型

比率

暫無數據

Healthequity Inc

101.300USD

Healthequity Inc

101.300

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